Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Clearbridge Appreciation I in their Schedule of Assets, totaling $15.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATLANTIC AUTOMOTIVE CORP. ATLANTIC AUTOMOTIVE CORP. 401(K) PLAN | TOWSON MD | 2,794 | $149.4M | $13.2M |
| 2 | EAGLEPICHER TECHNOLOGIES, LLC EAGLEPICHER RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 753 | $83.7M | $1.3M |
| 3 | KINLEY CONSTUCTION GROUP, LTD KCG 401(K) PLAN |
ARLINGTON TX |
| 277 |
| $12.4M |
| $777K |
| 4 | NEWCOMB OIL CO., LLC NEWCOMB OIL CO., LLC PROFIT SHARING AND 401K SAVINGS PLAN | BARDSTOWN KY | 801 | $29.9M | $220K |
| 5 | BOGIN, MUNNS & MUNNS P.A. BOGIN, MUNNS & MUNNS P.A. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 99 | $4.4M | $86K |
| 6 | MARCO DISPLAY SPECIALISTS MARCO DISPLAY SPECIALISTS, L.P. 401(K) EMPLOYEES' SAVING PLAN | FORT WORTH TX | 234 | $5.7M | $82K |
